In this module you can review and manage the price rules of your products. One price list row contains the prices of one product for a given Partner type and Site combination: the selling price, the promotional price, the purchase price, the cost price and the list price. If the partner type or the site of a row is set to All partner types or All sites, the price is a general base price that applies to every partner or every site. This way you can, for example, set a separate price for the same product for regular customers and resellers, or a different price in each warehouse.
Price list rows have no document status (there is no Draft or Closed state): a row either exists or has been deleted. Based on their price data, rows can be in the following situations: a fully filled row (both a selling and a purchase price exist), a row without a purchase price, a row without a selling price, and a row with a negative margin (the selling price is not higher than the purchase price). You can filter for these separately under the Expand button of the Search tab. The Product feed panel below the list can appear in two states: if no supplier feed has been set up yet, a warning message is shown instead; if there is one, the table of products coming from the feed is shown.
Click Main menu / Sales / Price list / Itemized price list to see all the prices recorded so far. Above the list there are three tabs: Search, Actions and View and layout. The buttons on the Actions tab work with the selected row (click a row in the table to select it). Note: the screenshots show the Hungarian demo interface; the names in your own language are the ones written in bold in this guide.
If you right-click a row, the New, Open and Delete actions are also available from the context menu.
The New or Open button opens a pop-up window. At the top, the Site and Partner type drop-downs define who the price applies to and where (All sites and All partner types mean the general price). You identify the product with the Item number and Name fields: the icon next to the Name field lets you pick a product from the master data, and the icon opens the creation of a new product in a new tab if the product does not exist yet. When you open an existing price, the Item number and Name can no longer be changed.
Below that you enter the prices in three sections: under Selling prices the net and gross selling price, the currency, the VAT rate, the promotional price and its validity; under Purchase prices the net and gross purchase and cost price; in the List price section the net and gross list price. When you type one amount (for example the net selling price), the related one (the gross) is calculated automatically from the selected VAT rate. The Save button saves the price, the Close button closes the window without saving.
Only one price can belong to a product, partner type and site at a time: if you save a combination that already has a row, the system updates the existing row instead of creating a second one. Every change can be looked up in the Price history window.
After clicking the Price history button, the earlier prices of the selected row appear in chronological order, with the Date, Selling price and Purchase price columns. The latest change is at the top.
The Product card button opens the summary card of the product in the selected row: physical, reserved and available stock, stock by warehouse and by location code, and the selling and purchase price. From the card you can go on to the product sheet, the stock history, customer orders, stock reservation or the historical price list.
On the Search tab you can filter by: Name, Item number, Product category, Site, Partner type and Product type (several values can be selected here). The Expand button opens three more filters:
Use the Search button to filter by the conditions you have set.
The View and layout tab has three buttons:
These settings are saved for your user, so they are kept the next time you sign in. You can also sort the list directly by clicking the arrows next to the column names in the header.
Below the list the Product feed panel shows the products coming from the supplier product feed with the Shipping company, Product, Current purchase price and Physical stock columns, so you can compare your own price list with supplier prices and stock in one place. If no feed source has been set up yet, the There is currently no external/supplier product feed specified warning appears instead of the panel. Opening it explains what a feed is (What is a feed?) and what it is good for (What is this product file for and why is it useful?), and the Product feed setup button takes you to the feed source settings page.
If you want to check where you lose money on a product, open the Expand section on the Search tab, choose Products with negative margin at the Negative margin filter, then click the Search button. The result list immediately shows the prices where the selling price does not cover the purchase price, and you can fix them right away with the Open button.
The columns of the default table and their meaning:
| Field / Element | Required | Description |
|---|---|---|
| Partner type | Shows which partner type the price applies to (for example Regular customer, Reseller). All partner types means a general price. | |
| Site | Shows at which site the price applies. All sites means a general price. | |
| Name | The name of the product. | |
| Item number | The item number of the product, which also identifies it in the master data. | |
| Unit selling price | The net selling price of one unit of the product in the currency given in the row. | |
| Purchase price/List price | The net purchase price of the product in the currency given in the row (according to the tooltip, it is also the basis of the margin calculation). | |
| Margin (%) | The difference between the selling and purchase price as a percentage of the purchase price. If the selling or the purchase price is zero or missing, the value is 0.00%. If the currencies differ, the system converts the purchase price. | |
| Last selling price | The most recent actual selling price of the product. | |
| Last purchase price | The most recent actual purchase price of the product. | |
| Average purchase price | The average purchase price of the product. | |
| Promotional price | The promotional price given in the row. If there is no promotion, 0 is shown. | |
| Physical stock | The quantity of the product physically in stock. | |
| Reserved stock | The reserved quantity of the product (for example assigned to orders). |
The set of displayed columns can be customized under View and layout > Columns; the list above shows the default view.
Item fields: the fields of the price creation and opening window:
| Field / Column | Required | Description |
|---|---|---|
| Site | Which site the price applies to. All sites means a general price. | |
| Partner type | Which partner type the price applies to. All partner types means a general price. | |
| Item number | The item number of the product. It cannot be changed when an existing price is opened. | |
| Name | The name of the product, chosen from the master data. It cannot be changed when an existing price is opened. | |
| Net selling price | The net selling price of the product. When you type it, the gross price is calculated automatically from the VAT rate. | |
| Gross selling price | The gross selling price of the product. When you type it, the net price is calculated automatically from the VAT rate. | |
| Currency | The currency of the selling price (for example HUF). | |
| VAT rate | The VAT rate of the selling price (for example 27%). | |
| Net promotional price | The net price valid during the promotion. | |
| Gross promotional price | The gross price valid during the promotion. | |
| Discount (%) | The size of the discount belonging to the promotional price, in percent. | |
| Promotional price validity | The end date of the validity of the promotional price. | |
| Net purchase price | The net purchase price of the product. The gross price is calculated automatically from the VAT rate. | |
| Gross purchase price | The gross purchase price of the product. | |
| Currency (Purchase) | The currency of the purchase price. It can differ from the currency of the selling price. | |
| VAT rate (Purchase) | The VAT rate belonging to the purchase price. | |
| Net cost price | The net cost price of the product (the purchase price together with the related costs). | |
| Gross cost price | The gross cost price of the product. | |
| Net average purchase price | Read-only by default. Click the icon next to it to make it editable; the icon then saves the change immediately, without the Save button. | |
| Net list price | The net list price of the product. | |
| Gross list price | The gross list price of the product. The Currency and the VAT rate can be set separately for the list price. |
The columns of the Product feed panel and their meaning:
| Field / Column | Required | Description |
|---|---|---|
| Shipping company | The supplier whose feed the product comes from. | |
| Product | The name of the product in the supplier feed. | |
| Current purchase price | The current purchase price given by the supplier in the feed. | |
| Physical stock | The stock quantity given by the supplier. |
No. The Delete button permanently removes the selected price together with its price history. If you are not sure you want to delete, change the price with the Open button instead. If you deleted by mistake, create it again with the New button.
A price row belongs to a product, so when you open an existing price the identification of the product (Item number, Name) can no longer be changed. If you want to record a price for another product, create a new row with the New button. When you create a new price, the product can be selected.
This is usually because no row matches the conditions set in the search (for example Site, Partner type, Product category), or after the search the list continues on a later page. Clear the search fields (in the drop-downs choose All sites and All partner types) and click the Search button again. If the list is still empty, you have not recorded any price yet: you can record the first one with the New button.
The system can calculate the margin only if both the selling and the purchase price are greater than zero. If one of them is missing or zero, 0.00% is shown in the Margin (%) column. Fill in the missing price with the Open button, or find such rows with the Purchase price empty and Selling price empty filters under Expand.
The Itemized price list shows the prices per product, row by row, and this is where you create, edit or delete a price. The Grouped price list, in contrast, summarizes by partner type and site: it shows how many price rules belong to each combination. Opening one of its rows takes you to the correspondingly filtered view of the Itemized price list. For details see the Grouped price list guide.
It means that no supplier product feed source has been set up in the system yet. Click the message to read what a feed is, and set it up with the Product feed setup button. Until there is a feed, the price list is fully usable; only the table of supplier prices and stock is not shown.
The Price list module appears under Main menu / Sales only if it is assigned to your user. If you cannot see it, ask your system administrator to check the module assignment in your user settings.
Don't want to spend hours searching for a solution? Choose the most efficient way: book a personalized, 45-minute online training session dedicated entirely to you. Whether it's a walkthrough of the basics or a detailed setup of a specific module, our expert colleague will guide you through the whole process, step by step.
Don't waste your time - ask for help!
Our goal is to get you using our system as quickly and efficiently as possible. Whether you're completely new to us or stuck on a specific setting, don't hesitate to ask for help!
Create your account now,
pay later!
